The U.S. housing recovery has encouraged many investors in recent months, but Gluskin Sheff & Associates Chief Economist David Rosenberg isn’t sure the rebound has legs. Rosenberg tells CNBC that,…
Sonders On Valuations, The Economy, And How The Wealth Effect Is Helping
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she doesn’t think growth will exceed 2% or 3% for the U.S. “for an extended time”, but thinks stocks will continue…
Position Sizing Key for Yacktman Funds
Donald Yacktman’s funds have some of the best long-term track records one can find. And in his funds’ 2012 year-end letter, his team talks about a key part of their…
Retailers With Buyout Potential
Merger & acquisition activity has been strong so far in 2013, and in his latest Forbes.com column Validea CEO John Reese looks at a number of solid retail stocks that…
Ritholtz: It's About Risk Analysis, Not Market Timing
In a recent post on his blog, The Big Picture, Barry Ritholtz explains why he prefers to employ risk analysis rather than market timing. “Rather than making a low probability…
Low Risk, High Reward?
It’s one of the most widely accepted tenets of investing: More risk means more reward. But noted researcher Roger Ibbotson says that’s often not the case. Ibbotson tells Morningstar that,…
Shiller On The Inscrutability Of Confidence
Confidence: It’s one of the main drivers of economies and stock markets. But as Yale Economist Robert Shiller points out in a recent New York Times column, we still know little…
Grantham Talks Growth, Markets, and More
GMO’s Jeremy Grantham recently sat down for a lengthy interview with Charlie Rose, and offered a number of interesting takes on the economy and stock market. Grantham says that the…
Winters Says Long Bonds "Going To Get Crushed"
Top fund manager David Winters says the bond party is over, and investors should key on stocks going forward. Winters tells Bloomberg that low-coupon debt is “going to get crushed”.…
Play Defense Like a Guru
For investors who are getting nervous that the stock market has become overheated amid its strong recent performance, Validea CEO John Reese says there are better options than trying to…